“Winning Clients in a Wired World
provides concise, easy-to-implement strategies for advisors and their teams looking to use technology more efficiently in growing their practices. Even those who are technologically challenged can benefit from its easy-to-follow format.”
—Jim Jessee, Senior Vice President, Director of Dealer Relations
MFS Fund Distributors, Inc.
If you're ready to own your copy of Winning Clients in a Wired World, click here.
Or maybe you want to purchase the forms and worksheets included in the book to make designing and implementing your improvement plan easier. The templates in this package will save you hours of time in organizing your business improvement efforts, from mapping out what you do to inventorying what you own to collecting information on the audiences you're targeting, and more. Guaranteed! Here's what's included:
1. Software Inventory Summary
Click here to purchase the forms.
2. Program Feature Worksheet
3. Workflow Worksheet
4. Online Research Checklist
5. Communication Planning Worksheets
6. Macro Writing Worksheet
7. Task Delegation Worksheet
8. Top Client Profile